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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,905 | $183,592-87.0% | $155,567-84.6% | $145,959-83.6% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 58.89% | 61.24%-2.4pp | 64.74%-5.8pp | 561.95%-503.1pp |
| Employer contribution / active EE | $1,960 | $5,315-63.1% | $4,674-58.1% | $4,661-58.0% |
| Participant deferral / active EE | $2,773 | $6,464-57.1% | $5,628-50.7% | $6,689-58.5% |
| Admin fee / account holder | $21 | $19,318-99.9% | $15,916-99.9% | $13,398-99.8% |